BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Multimanager 2065 Lifetime Portfolio

· John Hancock Funds II
Monthly Holdings $164M AUM 17 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 4 New 17 Added 6 Reduced 2 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Natixis 47805T773 Feb 2026 1,861,985 +117,485 $26.4M +9.9% 16.09% EC
2 John Hancock Funds III-John Hancock Disciplined Value Fund JDVNX Feb 2026 667,870 +30,038 $19.1M +12.2% 11.65% EC
3 John Hancock Disciplined Value International Fund JDIVX Feb 2026 516,645 +31,129 $9.6M +5.7% 5.87% EC
4 John Hancock Investors Trust JOHIDGU Feb 2026 416,199 +16,230 $8.2M +13.0% 4.98% EC
5 JOHN HANCOCK MID VALUE FUND JOHN HANCOCK II-MID VAL-NAV JMVNX Feb 2026 480,462 +29,066 $8.0M +10.5% 4.88% EC
6 John Hancock Investment Trust III-Mid Cap Growth Fund JACFX Feb 2026 346,156 +5,922 $7.0M +13.6% 4.29% EC
7 John Hancock Investment Trust JNHEEUS Feb 2026 493,231 +11,710 $6.9M +16.5% 4.23% EC
8 JOHN HANCOCK FUNDAMENTAL LARGE JH FNDMNTL LRG CAP CORE-NAV JLCNX Feb 2026 93,001 +3,896 $6.9M +11.0% 4.19% EC
9 JOHN HANCOCK CAPITAL APPRECIAT JOHN HANCOCK II-CAP APP VA-N JCAVX Feb 2026 521,185 +21,066 $4.8M +10.7% 2.92% EC
10 JOHN HANCOCK SHORT DURATION BO JOHN HANCOCK SHRT DUR BD-NAV JHSDBFU Feb 2026 409,015 +52,011 $3.8M +13.4% 2.32% EC
11 FIDELITY MID CAP INDEX FUND FIDELITY MID CAP INDX FSMDX Feb 2026 87,560 +5,215 $3.6M +11.1% 2.20% EC
12 FIDELITY INTERNATIONAL INDEX F FIDELITY INTL INDX FSPSX Feb 2026 50,618 +2,826 $3.4M +5.4% 2.05% EC
13 Fidelity Salem Street Trust-Fidelity Small Cap Index Fund FSSNX Feb 2026 79,530 +2,097 $2.9M +14.3% 1.77% EC
14 JOHN HANCOCK INVESTMENT TRUST JHIT-JH SMALL CAP CORE-NAV JHSCCNA Feb 2026 125,676 +3,927 $2.4M +13.5% 1.47% EC
15 John Hancock Investors Trust JHEMDFN Feb 2026 110,316 +14,091 $906K +13.7% 0.55% EC
16 John Hancock Investors Trust JHNHNYU Feb 2026 220,302 +27,650 $668K +13.6% 0.41% EC
17 UNITED STATES TREASURY STRIP P 05/55 0.00000 SP Feb 2026 816,000 +220,000 $191K +27.0% 0.12% DBT